Intrua Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Intrua Financial’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,600	Closed	-$397K	–	397
2022 Q1	$397K	Sell	4,600 -340	-7%	-$29K	0.07%	260
2021 Q4	$449K	Sell	4,940 -1,041	-17%	-$94.3K	0.08%	237
2021 Q3	$532K	Buy	5,981 +2,109	+54%	+$181K	0.1%	199
2021 Q2	$335K	Buy	3,872 +355	+10%	+$29.8K	0.08%	211
2021 Q1	$312K	Buy	+3,517	New	+$292K	0.08%	216

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Intrua Financial's XMMO Position: Q2 2022 in Review

Intrua Financial sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2022, closing a stake of 4,600 shares — an estimated $397K sold.

Intrua Financial first reported a position in XMMO in Q1 2021 and held it in 5 quarters. The position peaked at $532K in Q3 2021. 139 funds tracked by Wall St. Rank hold XMMO as of Q2 2022.

Intrua Financial reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2022 after selling out during the quarter.
Intrua Financial sold 4,600 Invesco S&P MidCap Momentum ETF shares in Q2 2022, an estimated $397K.
Intrua Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and held it in 5 quarters.
Intrua Financial's Invesco S&P MidCap Momentum ETF position peaked at $532K in Q3 2021.
139 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.